Why new thread ? when a thread already exists ? This clutters the platform.
Posts in category Value Pickr
PG Electroplast – Latest update post 1QFY24 (26-09-2023)
Continuing the discussion from PG Electroplast – Potential for cooler returns?:
latest concall highlights – I think overall the near term future remains strong as per the guidance and also the confidence of the mgmt to do better that the industry gives cushion for its expensive valuation !
- Minimum sales growth of 30% and operating profit growth of 28% expected in FY’24.
- Joint venture for manufacturing LED televisions and setting up a manufacturing facility.
- Exploring opportunities in the IT hardware sector and planning to apply for IT hardware PLI 2.0.
- Discussions with clients for TV manufacturing and expecting strong growth in this segment.
- Plans to fund investments through internal accruals.
- Eligible for PLI benefits and expected to start accruing them in Q3 or Q4 of this year.
- Confident about future growth prospects and seeing increased interest from new and existing clients.
- Industry growth for ACs expected to be low in the first half of the year, but optimistic about own growth.
- Targeting to achieve a 40-45% revenue growth in the AC business for the full year.
Disclosure: Invested from very low levels, opinions could be biased
Everest Kanto Cylinders Ltd. – A long runway ahead! (26-09-2023)
Finally exited my position completely today after a long wait. Management seems to have no clue on what is happening with the business and the recovery timeframe. The MD keeps asking the CFO even when basic questions are posed to him on concalls which seems very immature.
Westlife Foodworld – McDonald’s (26-09-2023)
At a mere of just 25 lakhs capex westlife installed this McCafe which derive their both higher margins and also make McD as a coffee stop for Genz.
Westlife Foodworld – McDonald’s (26-09-2023)
The vision of 2022 was well achieved by the company despite the pandemic covid 19.
source – investor presentation
Westlife Foodworld – McDonald’s (26-09-2023)
Hi all,
Find the attached pdf of the vision 2027 of westlife foodworld.
Westlife Foodworld – McDonald’s (26-09-2023)
Didnt find proper conversation of Mcd india, creating to share ideas and experience with scuttlebutt .
Delta Corp – A huge but risky opportunity (26-09-2023)
I don’t know what the government is trying to achieve by doing all this drama? They are asking for 25000 crore taxes from a company whose net profit was 142 crore last year !
